Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47872.12 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46477.22 Kr¶
PnL: ---------------------------------------> -411.35 Kr¶
DD now: ---------------------------------> -1.558 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 13:07:31.188785'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.100000 | 2838.500000 | 202.500000 | 7.680000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.170000 | 3099.200000 | 128.200000 | 4.320000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.180000 | 433.200000 | 78.200000 | 22.030000 | 355.000000 |
| Corem Property Group B | 59 | -1.690000 | 651.360000 | 74.360000 | 12.890000 | 576.999999 |
| Boozt | 12 | 0.140000 | 1708.800000 | 54.800000 | 3.310000 | 1653.999996 |
| SAAB B | 8 | 1.080000 | 3431.200000 | 54.200000 | 1.600000 | 3377.000000 |
| HMS Networks | 2 | 0.000000 | 719.600000 | 46.600000 | 6.920000 | 673.000000 |
| OEM International B | 7 | 0.000000 | 555.800000 | 27.800000 | 5.270000 | 527.999997 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Intrum | 4 | 0.440000 | 548.600000 | 21.600000 | 4.100000 | 527.000000 |
| Coor Service Management Hold. | 8 | 0.370000 | 548.800000 | 16.800000 | 3.160000 | 532.000000 |
| MedCap | 2 | -0.680000 | 437.000000 | 16.000000 | 3.800000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.830000 | 257.520000 | 11.520000 | 4.680000 | 246.000000 |
| Norva24 Group | 16 | 1.770000 | 551.680000 | 8.680000 | 1.600000 | 543.000000 |
| AcadeMedia | 12 | 0.640000 | 564.240000 | 7.240000 | 1.300000 | 557.000004 |
| Resurs Holding | 22 | 0.000000 | 578.600000 | 4.600000 | 0.800000 | 573.999998 |
| Swedbank A | 3 | 1.660000 | 568.350000 | 4.350000 | 0.770000 | 564.000000 |
| Karnov Group | 9 | -1.810000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Handelsbanken A | 5 | 0.370000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| Creaspac SPAC | 6 | -0.310000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Securitas B | 6 | -0.040000 | 569.160000 | -0.840000 | -0.150000 | 570.000000 |
| Essity B | 2 | -1.310000 | 572.400000 | -1.600000 | -0.280000 | 574.000000 |
| Nordea Bank Abp | 29 | 0.080000 | 3452.160000 | -1.840000 | -0.050000 | 3453.999992 |
| Essity A | 4 | -1.890000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| CTEK | 13 | 0.570000 | 525.850000 | -8.150000 | -1.530000 | 533.999999 |
| Midsona B | 63 | -1.730000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| International Petroleum Corp. | 5 | 2.390000 | 556.000000 | -38.570000 | -6.490000 | 594.565215 |
| Vivesto | 1368 | 2.060000 | 570.460000 | -42.540000 | -6.940000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.190000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| OX2 | 18 | 1.490000 | 1536.300000 | -127.700000 | -7.670000 | 1663.999992 |
| Axfood | 13 | 0.220000 | 3595.800000 | -160.200000 | -4.270000 | 3756.000001 |
| Ovzon | 52 | 3.010000 | 3026.400000 | -335.600000 | -9.980000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.200000 | 3451.000000 | -360.000000 | -9.450000 | 3810.999990 |
| TOTAL | 46530.580000 | -357.990000 | -1.44851% | 46888.564618 |
Updated:¶
'2023-01-18 13:07:12.889907'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
